ASP Isotopes
Develops isotope-enrichment technology across specialist isotopes, nuclear fuels, radiopharmacy, and helium.
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Profile
Runs a young critical-materials platform built around isotope-enrichment technology, radiopharmacy services, nuclear-fuel development, and Renergen's helium/LNG assets. Current reported segments are nuclear fuels, specialist isotopes and related services, and helium and LNG.
Operates through reported segments in nuclear fuels, specialist isotopes and related services, and helium and LNG. Specialist-isotope work targets high-value, low-volume carbon, molybdenum, silicon, and ytterbium isotope programs, with radiopharmacy exposure through PET Labs, ECNP, and Numed.
Geography is unusually tilted toward South Africa for a Nasdaq issuer. Isotope-enrichment facilities, nuclear medical doses, and Renergen's Virginia Gas Project sit alongside a Dallas headquarters and US listing.
Execution depends on turning proprietary enrichment technology into commercial supply, advancing QLE's HALEU and lithium-isotope work, and integrating Renergen's helium/LNG operations. The proposed Noble Africa transaction remains conditional, so current segment framing still reflects the QLE, specialist-isotope, and Renergen structure.
Company facts
Categories
Key statistics
Year to date −31.1% · Average volume (30d) 3.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Target |
|---|---|---|---|
| Dec 4, 2025 | Cantor Fitzgerald | Target | $13 |
| Oct 27, 2025 | Loop Capital Markets | Target | $15 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026Q2 FY26 | −$0.17 | −$0.28 | −64.7% | $5.7M | $5.1M | −9.7% | −0.23% |
| May 20, 2026Q1 FY26 | −$0.28 | −$0.22 | +21.4% | $3.7M | $4.2M | +13.7% | −1.71% |
| Apr 10, 2026Q1 FY26 | −$0.14 | −$0.84 | −514.6% | $2.0M | $16.7M | +721.3% | +12.95% |
| Nov 19, 2025Q3 FY25 | −$0.15 | −$0.15 | 0.0% | $2.0M | $4.9M | +140.8% | −11.33% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.1M | $1.2M | $4.9M | $16.7M | $4.2M | $5.1M | |
| Gross profit | $326.8K | $572.1K | $423.2K | $2.1M | $1.7M | $1.5M | |
| Operating income | −$8.0M | −$12.0M | −$15.0M | −$22.3M | −$24.9M | −$34.2M | |
| Net income | −$8.4M | −$75.1M | −$12.9M | −$78.7M | −$6.9M | −$33.6M | |
| Diluted EPS | −$0.12 | −$1.03 | −$0.15 | −$0.84 | −$0.06 | −$0.27 | |
| Gross margin | 29.7% | 47.7% | 8.7% | 12.5% | 39.9% | 28.9% | |
| Operating margin | -721.9% | -998.8% | -306.1% | -133.9% | -595.4% | -667.5% |
Fiscal years (4-quarter sums)FY22 $0 · FY23 $433.0K · FY24 $4.1M · FY25 $23.8M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $254.9M · Total debt $269.6M · Total assets $572.0M · Shareholders' equity $264.7M
Dividends
No dividends on record.
Ownership
Shares outstanding 125.90M · Float 108.99M · 86.6% free float
A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 9.22M | 7.32% | 13F | Aug 7, 2026 |
| Paul Elliot Mann · director, officer: Chairman and CEO | 7.76M | 6.16% | Form 4 | Jun 3, 2026 |
| Encompass Capital Advisors LLC | 6.56M | 5.21% | 13F | Aug 14, 2026 |
| Vanguard Capital Management LLC | 4.98M | 3.96% | 13F | Aug 13, 2026 |
| AK Jensen Investment Management Ltd | 4.96M | 5.40% | 13G | Nov 14, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 30, 2026 | Donald George Ainscow | officer: EVP, Gen Counsel, Secretary | −100,000 | $6.14 |
| Jul 1, 2026 | Heather Kiessling | officer: Chief Financial Officer | −23,124 | $6.28 |
| Jun 30, 2026 | Michael Gorley | director | −30,000 | $6.27 |
| Jun 30, 2026 | Todd Wider | director | −50,000 | $6.12 |
| Jun 29, 2026 | Todd Wider | director | −50,000 | $6.25 |
Peers
- Centrus Energy
Direct HALEU enrichment rival for advanced-reactor fuel
- Cardinal Health
Large nuclear pharmacy network and PET/SPECT dose supplier
- Linde
Global helium supplier with industrial-gas distribution scale
- Lantheus
Radiopharmaceutical diagnostics and isotope-dependent imaging
- Telix Pharmaceuticals
Nasdaq ADS radiopharma peer in oncology diagnostics and therapy
- Air Products
World-scale helium supplier and industrial-gas distributor
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ASP Isotopes | $3.92 | +1.04% | $488.5M | — | — | 15.8 | +327.5% |
| Centrus Energy | $176.59 | +0.42% | $3.33B | 79.9 | 68.5 | 7.0 | +14.0% |
| Cardinal Health | $232.64 | −0.84% | $54.93B | 32.4 | 18.7 | 0.2 | +5.8% |
| Linde | $489.36 | −0.03% | $226.45B | 31.6 | 26.2 | 6.4 | +9.4% |
| Lantheus | $100.51 | −0.24% | $6.56B | 24.3 | 18.3 | 4.2 | +2.7% |
| Telix Pharmaceuticals | $11.29 | +0.18% | $3.82B | 113.3 | — | 4.0 | +22.8% |
| Air Products | $308.09 | +0.03% | $68.61B | — | 21.6 | 5.4 | +4.6% |
| Median | 32.4 | 21.6 | 4.8 | +7.6% |